Ray Dalio
CFG icon

Ray Dalio’s Citizens Financial Group CFG Stock Holding History

Ray Dalio’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.8M Sell
713,638
-140,265
-16% -$8.62M 0.19% 85
2025
Q4 		$49.9M Buy
853,903
+10,278
+1% +$552K 0.18% 85
2025
Q3 		$44.8M Buy
843,625
+427,491
+103% +$21.3M 0.18% 89
2025
Q2 		$18.6M Buy
416,134
+371,714
+837% +$14.6M 0.08% 185
2025
Q1 		$1.82M Sell
44,420
-21,393
-33% -$954K 0.01% 463
2024
Q4 		$2.88M Buy
+65,813
New +$2.91M 0.01% 410
2023
Q1 		– Sell
-174,289
Closed -$6.86M – 750
2022
Q4 		$6.86M Buy
174,289
+93,346
+115% +$3.64M 0.04% 303
2022
Q3 		$2.78M Buy
80,943
+46,608
+136% +$1.72M 0.01% 492
2022
Q2 		$1.23M Sell
34,335
-12,457
-27% -$492K 0.01% 767
2022
Q1 		$2.12M Sell
46,792
-28,808
-38% -$1.48M 0.01% 670
2021
Q4 		$3.57M Sell
75,600
-90,976
-55% -$4.38M 0.02% 369
2021
Q3 		$7.83M Buy
166,576
+36,500
+28% +$1.6M 0.04% 229
2021
Q2 		$5.97M Sell
130,076
-1,527
-1% -$72.1K 0.04% 301
2021
Q1 		$5.81M Buy
131,603
+53,152
+68% +$2.21M 0.05% 212
2020
Q4 		$2.81M Buy
+78,451
New +$2.46M 0.02% 262
2020
Q1 		– Sell
-91,722
Closed -$3.73M – 446
2019
Q4 		$3.73M Buy
+91,722
New +$3.43M 0.04% 133

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Ray Dalio's CFG Position: Q1 2026 in Review

Ray Dalio reduced its Citizens Financial Group (CFG) stake by 16% in Q1 2026, selling an estimated $8.62M and leaving 713,638 shares worth $42.8M. The position accounts for 0.19% of the portfolio, ranked #85.

Ray Dalio first reported a position in CFG in Q4 2019 and has held it in 16 quarters since. The position peaked at $49.9M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold CFG as of Q1 2026.

  • Ray Dalio held 713,638 shares of Citizens Financial Group worth $42.8M as of Q1 2026.
  • Ray Dalio sold 140,265 Citizens Financial Group shares in Q1 2026, an estimated $8.62M.
  • Citizens Financial Group made up 0.19% of Ray Dalio's portfolio in Q1 2026, its #85 holding.
  • Ray Dalio first reported a position in Citizens Financial Group in Q4 2019 and has held it in 16 quarters since.
  • Ray Dalio's Citizens Financial Group position peaked at $49.9M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.